Sales Support Specialist

3 weeks ago

Chester, Cheshire, United Kingdom White Oak UK Full time
About the Role

We are seeking a highly organized and detail-oriented Sales Support Specialist to join our team at White Oak UK. As a Sales Support Specialist, you will play a crucial role in supporting our sales team to achieve their goals.

Key Responsibilities
  • Document Management: Produce all financial documentation for own book and external funder deals, ensuring accuracy and compliance with regulations.
  • External Funder Liaison: Process external funder documentation received by post or email and submit to funder for pay-out, maintaining effective communication with external stakeholders.
  • Pay-out Processing: Liaise with external funders to facilitate the pay-out process, ensuring timely and accurate payment.
  • Quality Control: Complete Forensics sense checks and file checks of Supporting Information uploaded to File store, reviewing and assessing submitted documentation to meet credit conditions.
  • AML Compliance: Satisfy information checks in line with AML policy, ensuring that contracts and supporting information are adequately signed in line with legislation.
  • Supplier Management: Raise Supplier Invoice Requests, check in supplier invoices, and liaise with suppliers for outstanding invoices, ensuring accurate and timely payment.
  • Deal Activation: Process signed documentation for pay-out, EDI checking and matching on Leasesoft, and loading all deals on to Leasesoft, ensuring accuracy of information.
  • Document Archiving: Archive all hard copy documents, managing documents with the focus of maintaining compliance with the document holding periods.
  • Customer Service: Demonstrate a complete commitment to delivering excellent customer service to stakeholders, conducting yourself professionally at all times and communicating in an acceptable manner to all stakeholders.
  • System Accuracy: Ensure accuracy of information across Systems, completing delivery checks as and when required.
Requirements
  • Product Knowledge: Product knowledge of business loans, asset finance, and leasing products is advantageous but not essential.
  • Problem-Solving Skills: Proven problem-solving skills, capable of working independently as well as part of a team.
  • Accuracy and Attention to Detail: Demonstrate high accuracy levels, ability to work under pressure, and excellent organizational and time management skills.
  • Communication Skills: Excellent communication skills in all forms, commitment to achieving the highest standard, and computer literacy.

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